Wealth Management Associate

Oakbridge Search Partners; Barrie; On-site; CAD 60,000 - 80,000; Full time

Benefits offered by this job

Mentorship

Career progression

Collaborative culture

Strong resources

Job summary

Oakbridge Search Partners partners with a leading Canadian wealth management firm to hire a Wealth Associate in Barrie. You will work with a senior advisor to support planning, portfolio reviews, meetings, and ongoing client service.

The role offers growth toward an advisory career with exposure to investments, retirement, tax and estate strategies, plus mentorship in a collaborative culture and opportunities for professional development within a respected national network.

Qualifications

• 2-3 years of experience in financial services or client service role.
• University degree required.
• Completion of the CSC is preferred.
• CFP designation or strong pursuit interest is a plus.

Responsibilities

• Prepare financial plans and portfolio reviews, and create meeting materials.
• Gather and analyze client information to support planning recommendations.
• Join client meetings and document discussions with follow-up actions.
• Monitor client portfolios and flag opportunities for rebalancing or reviews.
• Support business development through client events and outreach.

Skills

Client service

Communication skills

Organization

Team collaboration

Education

University degree

CSC (Canadian Securities Course)

CFP designation (preferred)

Tools

CRM systems

Microsoft Office

Financial planning software

Job description

We’re working with one of the largest wealth management firms in Canada to find a Wealth Associate to join a well-established and growing advisory practice. With nearly a century of history and a national network of advisors, the firm helps Canadians build financial confidence through holistic, planning-led advice.

The firm is known for a collaborative, people-first culture, flexible work arrangements, and real investment in employee growth and wellbeing. It’s an environment where your development is a priority and your contributions are noticed.

About the role:

As a Wealth Associate, you’ll partner closely with a senior advisor to deliver an exceptional experience to a book of established clients. You’ll be involved in every stage of the client relationship, from preparing financial plans and portfolio reviews to joining client meetings and keeping everything running smoothly afterward.

This role suits someone who has built a solid foundation in financial services and is ready for more responsibility. You’ll gain hands‑on exposure to comprehensive financial planning, including investments, retirement, tax, estate and insurance strategies. You’ll also have a clear path to grow toward an advisory career.

Responsibilities:

Your responsibilities will include, but is not limited to:

Client planning and advice support:

• Prepare financial plans, portfolio reviews, investment proposals and meeting materials
• Gather and analyze client financial information to support planning recommendations
• Join client meetings, document discussions and manage follow‑up action items
• Monitor client portfolios and flag opportunities for rebalancing or review

Client service and relationships

• Serve as a key point of contact for clients, responding to questions and service requests promptly and professionally
• Build strong, trusted relationships with clients and their families
• Deliver a consistent, high‑quality experience across every interaction

Operations and compliance

• Process account openings, transfers, contributions, withdrawals and trades
• Manage new client onboarding from start to finish
• Keep client records, CRM notes and compliance documentation accurate and current
• Make sure all activity meets regulatory and firm standards

Practice growth

• Support business development through client events, outreach campaigns and referral initiatives
• Help improve practice workflows and processes to enhance efficiency and the client experience

Qualifications and Experience Required:

• 2-3 years of experience in financial services, ideally in a similar associate, advisor‑support or client service role
• A university degree
• Completion of the Canadian Securities Course (CSC)
• CFP designation preferred, or a strong desire to pursue it
• Solid understanding of investment products and financial planning concepts
• Excellent organization and attention to detail, with the ability to manage multiple priorities
• Strong written and verbal communication skills, with a client‑first mindset
• Comfort with financial planning software, CRM systems and Microsoft Office
• A proactive, team‑oriented approach and a genuine interest in building a long‑term career in wealth management

What’s offered:

• Compensation range of $60,000 - $80,000 annually
• Mentorship from an experienced advisor and a clear path for career progression
• A collaborative, inclusive culture built around putting people first
• The stability and resources of one of Canada’s leading wealth management organizations

Please note: we may use artificial intelligence (AI) tools to assist in screening, assessing or selecting applicants as part of our hiring process.